Implement the Plan
We will only begin this process once we have your agreement to proceed. If you’re happy to work with us, we’ll implement our recommendations on your behalf. This can include setting up plans, arranging investments or starting the process of planning your estate for the future.
Monitor & Review
Most financial products are long term plans, ranging from family protection to pension planning and inheritance tax planning. So we make arrangements to keep in contact, as a minimum once annually and more often as required. We can then discuss any life changes you’ve experienced and ensure that your financial plans remain relevant to your needs.
We believe we can help you throughout your financial life, and we will always aim to build a long-term relationship with you, and hopefully we can help your friends, family and dependents along the way.
Develop a Plan
We’ll then meet up with you again and present our findings and recommendations to you. At this stage, we can also include specific products and plans that we believe best meet your requirements. You’ll find we explain everything clearly, including any jargon you may be unfamiliar with.